SBI Small Cap Fund vs HSBC Small Cap Fund compare

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tortoise-icon SBI Small Cap Fund - Regular Plan - Growth

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tortoise-icon HSBC Small Cap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
Fund SBI Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹30837 Cr ₹16396 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 09 May 2009 12 May 2014
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap Index BSE 250 SmallCap Index
Turn Over 9% 15%
Expense Ratio 1.59 1.7
Manager Pradeep Kesavan Venugopal Manghat
ISIN Code INF200K01T28 INF917K01QC7
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name SBI Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
1 Month -7.37% -6.77%
6 Month 6.71% 8.42%
1 Year 26.91% 27.06%
3 Year 17.72% 23.04%
5 Year 26.43% 29.92%

SIP Return Analysis

Scheme Name SBI Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
6 Month - -
1 Year 21.4% 24.84%
3 Year 24.4% 31.19%
5 Year 27.55% 34.49%

Rolling Lumpsum Returns

Scheme Name SBI Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
1 Year 18.04% 18.47%
3 Year 24.39% 22.98%
5 Year 22.46% 14.99%

Risk Management

Scheme Name SBI Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
Standard Deviation 11.59% 14.69%
Sharp 1.06% 1.4%
Beta 0.63% 0.8%
Alpha 2.75% 7.09%

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Fund Managers

Scheme Name SBI Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
Name Pradeep Kesavan Venugopal Manghat
Total AUM ₹434274 Cr ₹41442 Cr
Fund Manage 43 7
SBI Small Cap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth

Market Cap

Scheme Name

SBI Small Cap Fund - Regular Plan - Growth

HSBC Small Cap Fund - Regular Growth

Others 12.89 3.91
Small Cap 82.71 72.94
Mid Cap 4.43 20.12
Large Cap - 3.03

Sector Allocation

Scheme Name

SBI Small Cap Fund - Regular Plan - Growth

HSBC Small Cap Fund - Regular Growth

Others 7.29 2.51
Financial 18.36 7.98
Consumer Staples 9.09 5.57
Services 14.7 10.12
Chemicals 5.15 1.41
Consumer Discretionary 12.74 2.17
Metals & Mining 4.48 8.71
Construction 8.81 12.47
Materials 4.67 9.17
Capital Goods 11.06 17.67
Energy 0.46 -
Automobile 1.59 3.89
Textiles 0.04 3.7
Healthcare 1.59 5.3
Technology - 5.93
Diversified - 3.4

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